Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Optivise Advisory Services LLC financial advisors in Tennessee

Every SEC-registered investment adviser representative at a Optivise Advisory Services LLC office in Tennessee, by city and A to Z.

The short answer

9 registered advisors work at Optivise Advisory Services LLC in Tennessee, out of 21 nationwide; it's the firm's number 1 state by advisors, and the most are in Franklin (6). 1 list the CFP designation and 1 are also registered broker representatives.

Optivise Advisory Services LLC advisors by city in Tennessee

Every firm in Tennessee →

Franklin 6Chattanooga 1Scotts Hill 1Spring Hill 1

Optivise Advisory Services LLC advisors in Tennessee, A to Z

Search by name →

Optivise Advisory Services LLC advisors in every state →Optivise Advisory Services LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Optivise Advisory Services LLC in other states

Texas 4

Questions

How many Optivise Advisory Services LLC financial advisors are in Tennessee?

9 investment adviser representatives are registered at Optivise Advisory Services LLC offices in Tennessee, according to the SEC's Investment Adviser Public Disclosure records, out of 21 at the firm nationwide. 1 list the CFP designation and 1 are also registered as broker representatives.

Where in Tennessee does Optivise Advisory Services LLC have the most advisors?

Franklin, with 6, then Chattanooga (1). Optivise Advisory Services LLC has advisors in 4 cities in Tennessee.

How do I check a Optivise Advisory Services LLC advisor in Tennessee?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Optivise Advisory Services LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.